LPL Financial’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $691K | Sell |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $384K | Buy |
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